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WhitTier Trust Company’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

WhitTier Trust Company’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.21M Hold
19,533
– – 0.06% 196
2026
Q1 		$2.86M Sell
19,533
-1,455
-7% -$224K 0.06% 202
2025
Q4 		$3.32M Buy
20,988
+182
+0.9% +$27.3K 0.07% 185
2025
Q3 		$3.01M Sell
20,806
-2,239
-10% -$303K 0.06% 189
2025
Q2 		$3.11M Buy
23,045
+852
+4% +$115K 0.07% 204
2025
Q1 		$3.24M Buy
22,193
+2,076
+10% +$302K 0.08% 195
2024
Q4 		$2.77M Hold
20,117
– – 0.07% 209
2024
Q3 		$3.1M Buy
20,117
+17,559
+686% +$2.66M 0.08% 192
2024
Q2 		$373K Hold
2,558
– – 0.01% 380
2024
Q1 		$378K Sell
2,558
-2,148
-46% -$308K 0.01% 375
2023
Q4 		$642K Buy
4,706
+2,078
+79% +$270K 0.02% 314
2023
Q3 		$338K Hold
2,628
– – 0.01% 379
2023
Q2 		$349K Sell
2,628
-652
-20% -$86K 0.01% 386
2023
Q1 		$425K Buy
3,280
+603
+23% +$78.8K 0.02% 358
2022
Q4 		$364K Sell
2,677
-117
-4% -$15.5K 0.01% 377
2022
Q3 		$338K Buy
2,794
+7
+0.3% +$902 0.01% 385
2022
Q2 		$357K Buy
2,787
+1,217
+78% +$160K 0.01% 376
2022
Q1 		$215K Buy
1,570
+171
+12% +$22.6K 0.01% 455
2021
Q4 		$197K Buy
1,399
+73
+6% +$9.69K 0.01% 471
2021
Q3 		$169K Hold
1,326
– – 0.01% 478
2021
Q2 		$167K Buy
1,326
+11
+0.8% +$1.35K 0.01% 478
2021
Q1 		$154K Buy
1,315
+30
+2% +$3.46K 0.01% 475
2020
Q4 		$146K Hold
1,285
– – 0.01% 464
2020
Q3 		$136K Hold
1,285
– – 0.01% 467
2020
Q2 		$129K Hold
1,285
– – 0.01% 446
2020
Q1 		$114K Buy
1,285
+110
+9% +$10.7K 0.01% 441
2019
Q4 		$120K Hold
1,175
– – 0.01% 456
2019
Q3 		$106K Hold
1,175
– – 0.01% 476
2019
Q2 		$109K Hold
1,175
– – 0.01% 467
2019
Q1 		$108K Sell
1,175
-2,465
-68% -$222K 0.01% 470
2018
Q4 		$315K Buy
3,640
+1,465
+67% +$133K 0.03% 323
2018
Q3 		$207K Hold
2,175
– – 0.02% 393
2018
Q2 		$182K Hold
2,175
– – 0.01% 401
2018
Q1 		$177K Sell
2,175
-2,333
-52% -$199K 0.01% 397
2017
Q4 		$373K Buy
4,508
+3,633
+415% +$300K 0.03% 284
2017
Q3 		$72K Hold
875
– – 0.01% 487
2017
Q2 		$69K Sell
875
-350
-29% -$26.7K 0.01% 489
2017
Q1 		$91K Sell
1,225
-1,319
-52% -$96.1K 0.01% 445
2016
Q4 		$175K Buy
+2,544
New +$177K 0.02% 354

Other funds holding XLV

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

WhitTier Trust Company's XLV Position: Q2 2026 in Review

WhitTier Trust Company held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 19,533 shares worth $3.21M. The position accounts for 0.06% of the portfolio, ranked #196.

WhitTier Trust Company first reported a position in XLV in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.32M in Q4 2025. 882 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • WhitTier Trust Company held 19,533 shares of State Street Health Care Select Sector SPDR ETF worth $3.21M as of Q2 2026.
  • WhitTier Trust Company left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.06% of WhitTier Trust Company's portfolio in Q2 2026, its #196 holding.
  • WhitTier Trust Company first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2016 and has held it in 39 quarters since.
  • WhitTier Trust Company's State Street Health Care Select Sector SPDR ETF position peaked at $3.32M in Q4 2025.
  • 882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.